Number of Shares
236,700.00
Current Holdings Value*
$15.01 Mil
% of Portfolio
12.25%
Total Estimate Gain
$297,189.44
% of Total Estimate Gain
1.67%

AdviceOne Advisory Services, LLC's Carrier Global Corp Holding Summary

As of 2025-03-31, AdviceOne Advisory Services, LLC held 236,700.00 shares of Carrier Global Corp(CARR), totaling $15.01 Mil. This investment constitutes 12.25% of their stock portfolio, and AdviceOne Advisory Services, LLC now holds 0.03% of the outstanding Carrier Global Corp(CARR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $66.44 for 118.00 shares. Based on historical transaction data and CARR's current price of $76.62, AdviceOne Advisory Services, LLC's estimated gain on his CARR holdings is $297,189.44, reflecting a 1.67% gain to date.

AdviceOne Advisory Services, LLC CARR ($76.62) Holding Chart

AdviceOne Advisory Services, LLC CARR ($76.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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